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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,776 | $161,352+103.1% | $134,172+144.3% | $137,256+138.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 14.66% | 28.72%-14.1pp | 25.30%-10.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,460 | $4,099-64.4% | $3,420-57.3% | $4,156-64.9% |
| Participant deferral / active EE | $5,402 | $5,552-2.7% | $4,690+15.2% | $6,407-15.7% |
| Admin fee / account holder | $3,711 | $15,028-75.3% | $12,016-69.1% | $12,270-69.8% |